Strategic Financial Group, L.L.C.
Firm details
- Headquarters
- Grand Haven, Michigan
- CRD number
- 316512
- Website
- www.strategicfg.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.66%
- HNWI45.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Financial Group, L.L.C. is an independent, Michigan-based registered investment adviser operating as an LLC and owned by an individual. The firm focuses on wealth management for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements combine an asset‑based percentage and fixed fees. Strategic Financial Group identifies as a capital allocator and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents13%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Christopher Tanke
Founder, CEO, & Financial AdvisorCRD 4994257
Contacts
2 of 2
Stephanie Greene
Financial Advisor, Planning StrategistCRD 6443181
Connor Maki
Financial AdvisorCRD 7945098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$127M in ETFs
96%
$122M
0%
$4.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $16.4M | 23,340 | 12.90% |
Location
Grand Haven, MI
Ottawa
Location
Grand Haven, MI
Headquartered in Grand Haven, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 16964 Robbins Rd
- Time zone
- ET (UTC-5)
- Office locations
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